Michael Patrick O'Keeffe
Director de Inversiones en Stifel Nicolaus & Co., Inc. (Investment Management) .
Perfil
Mr. Michael P.
O'Keeffe, CFA MBA, is a Chief Investment Officer at Stifel Nicolaus & Co., Inc. He provides investment management and strategy to the team as Firm's Chief Investment Officer.
He has over 30 years of experience serving wealthy individuals & institutions.
Mr. O'Keeffe was previously employed as a Chief Investment Officer by Merrill Lynch Global Wealth Management Group, a Principal by Wilshire Associates, Inc., a Vice President by CALLAN ASSOCIATES INC, and by Wilshire Associates, Inc.
He received his undergraduate degree from Pomona College, a graduate degree from Claremont Graduate University and an MBA from Anderson School of Management.
Cargos activos de Michael Patrick O'Keeffe
| Empresas | Cargo | Inicio |
|---|---|---|
Stifel Nicolaus & Co., Inc. (Investment Management)
 Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus & Co., Inc. (Investment Management) (Stifel Nicolaus-IM) is the investment management division of Stifel Nicolaus & Co., Inc., a full-service brokerage and investment banking firm headquartered in St. Louis, Missouri. The firm was founded in 1975 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). Stifel Nicolaus-IM provides investment management and services to institutions and individuals over a variety of asset classes. They also offer a number of different wrap fee programs. | Director de Inversiones | 01/06/2018 |
Antiguos cargos conocidos de Michael Patrick O'Keeffe.
| Empresas | Cargo | Fin |
|---|---|---|
| Merrill Lynch Global Wealth Management Group | Corporate Officer/Principal | 30/09/2010 |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Corporate Officer/Principal | 31/12/2003 |
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Corporate Officer/Principal | 31/12/1989 |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Corporate Officer/Principal | 31/12/1987 |
Formación de Michael Patrick O'Keeffe.
| Anderson School of Management | Masters Business Admin |
| Claremont Graduate University | Graduate Degree |
| Pomona College | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Stifel Nicolaus & Co., Inc. (Investment Management)
Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus & Co., Inc. (Investment Management) (Stifel Nicolaus-IM) is the investment management division of Stifel Nicolaus & Co., Inc., a full-service brokerage and investment banking firm headquartered in St. Louis, Missouri. The firm was founded in 1975 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). Stifel Nicolaus-IM provides investment management and services to institutions and individuals over a variety of asset classes. They also offer a number of different wrap fee programs. | Finance |
| Merrill Lynch Global Wealth Management Group | |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Finance |
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